Investment Operations Specialist

3 weeks ago


New York, New York, United States Coda Search│Staffing Full time
Investment Coordinator Opportunity

We are seeking a highly organized and detail-oriented professional to support our client's investment team in New York City. This role offers a unique opportunity to gain direct exposure to the investment process and work alongside seasoned professionals in financial services.

Key Responsibilities:

  • Provide administrative and operational support to the investment team, including calendar management, meeting scheduling, and report preparation.
  • Coordinate and facilitate communication between investment team members, clients, and external partners.
  • Assist in preparing and distributing investment memos, presentations, and other materials for meetings.
  • Manage and track deal flow and investment pipeline, ensuring accurate documentation and data maintenance.
  • Conduct research and analysis on investment opportunities, market trends, and industry developments.
  • Support the investment team in preparing for meetings, investor presentations, and client communications.
  • Assist in coordinating due diligence efforts and managing data rooms for potential investments.

Requirements:

  • Bachelor's degree with good academic standing
  • 3-5 years of experience supporting investment teams within the financial services industry.
  • Strong understanding of financial markets, investment processes, and asset classes.
  • Exceptional organizational and time-management skills, with the ability to manage multiple priorities in a fast-paced environment.
  • Excellent verbal and written communication skills, with a high level of attention to detail.
  • Strong interpersonal skills, with the ability to collaborate effectively across teams and build positive relationships with internal and external stakeholders.
  • A proactive and resourceful attitude, with the ability to anticipate the needs of the team and act accordingly.


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